Salesforce Coordinator

Breakthrough • Chicago, IL

11d • Hybrid

About The Position

The Salesforce Coordinator will work to ensure that Breakthrough’s database systems are well maintained and that staff have access to the training and technology needed to support Breakthrough’s mission. They will develop use policies, database configurations and reports to ensure that programmatic goals and funding source requirements are met.

Requirements

• Bachelor’s degree in computer science or information technology
• 1-3 years of experience in application administration
• Minimum of 1-3 years prior experience as a Salesforce Administrator
• Administrator certification and experience working in Salesforce Non-Profit Success Pack preferred
• Experience working with third-party tools including Zapier and Tableau preferred
• Ability to demonstrate strong interpersonal skills, professionalism, and problem-solving ability.
• Must have the ability to use initiative, discretion and independent judgment in making decisions.
• Ability to demonstrate initiative and follow through and be comfortable working in a changing environment.
• Demonstrates willingness to consistently improve work performance through their relationship and guidance.
• Sound administrative skills including strong computer skills and a working knowledge of Microsoft Office & Google Drive
• Must possess an accurate and informed understanding of cultural and urban realities, especially as related to youth, families, poverty, and community development.
• Independently follows agency policy and procedures
• Follows through with commitments including meeting established timelines
• Identifies and resolves difficult issues
• Promote customer care through all actions and behaviors
• Works effectively with diverse staff, communities and population served
• Maintain a high degree of sensitivity, tact, and diplomacy during stressful situations.
• A passion for the mission of Breakthrough
• Must complete a criminal background and sex offender clearance prior to the first day of work.

Responsibilities

• Develop and implement database use policies and procedures, including those for database architecture, security, standards, purchasing, and service provision.
• Analyze and make recommendations for the improvement and growth of donor management and client information systems.
• Research and recommend innovative and automated approaches, identifying those that leverage our resources and provide economies of scale.
• Keep current with the latest technology trends by attending webinars, user group meetings, and connecting with other administrators.
• Serve as System Administrator for Breakthrough’s Salesforce database and related integrated platforms used for fundraising and participant registrations.
• Design, configure and implement additional features and services as required to ensure maximum effectiveness and utilization.
• Manage user accounts, roles, security, profiles, and licenses.
• Create and maintain record types, sales processes, approval workflows, and object relationships.
• Create and customize standard and custom objects including fields (also formula fields), page layouts, workflow, and validation rules.
• Install and maintain third-party applications as needed to meet business goals.
• Monitor and maintain donation payment processing system and secure website integration.
• Develop and maintain documentation, standard operating procedures, process workflows, and training materials for users.
• Provide end-user support and tailored training sessions for Salesforce, covering topics for both fund development and programmatic users.
• Proactively monitor and report on data integrity and adherence to data entry and system usage standards.
• Regularly perform database de-duping and cleanup procedures.
• Provide prompt and complete resolution to technical challenges and system issues.
• Meet with stakeholders to define reporting requirements and goals.
• Create prototype reports, diagrams, and charts for the production of accurate reports and train staff in how to use these tools.
• Prepare and deliver reports as needed, using Salesforce reports and dashboards, Excel, and other tools as needed.
• Provide recommendations for improving processes in database use and reporting systems across the organization.
• Performs other duties as assigned.

Benefits

• Group medical benefits through UnitedHealthcare (PPO or HMO options)
• Full cost of employee single coverage paid by the organization
• Group dental benefits through UnitedHealthcare (PPO or HMO options)
• Group vision benefits through UnitedHealthcare
• Term life insurance through UnitedHealthcare
• Short-term and long-term disability insurance through UnitedHealthcare
• 401(k) plan with a 50% match on contributions up to 3% of base salary
• Section 125 Plan (FSA) for pre-tax contributions towards premiums, medical expenses, dependent care, and/or transit/parking
• Accrual of vacation days (6.67 – 13.33 days per month based on tenure)
• Up to 3 personal days annually
• Up to 10 sick days annually

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level